November Newsletter

Networking Opportunities

Emilee and Kristin joined a networking group that meets every Thursday from 10:15am-noon on Zoom and are really enjoying it. 
Those looking to network and share their businesses are welcome to join us during this time. 

Some open chairs for our networking group are: Construction (general contractors), IT Consultants, Pest Control, Photographer, Lawyer, Promotional Products, Personal Trainers, Business Financing, Auto/Car Body Shop, Veterinarian, to name a few. If you or anyone you know would be interested in visiting please contact us and we will send you the information.
Begin 2021 with a strong understanding of QuickBooks by investing in our professionally recorded “Mastering Your Cash Flow Using QuickBooks Online”.  

This course is valued at $745, but we are offering it for just $97!
Offer valid November 26th-30th. Use coupon code: BLACKFRIDAY2020
 We have 4 hours of content broken up into 17 sections. This course can be done on your own time and at your own pace, with the ease of going back to a specific section to focus on areas you need more help in.

Click here to order

Tax Season

Tax season 2019 is officially over! Emilee and Kristin have already started doing the tax education credits to learn more about the 2020 tax changes.

Don’t miss out on our tax planning during the next two months for 2020! Book an appointment with Emilee or Kristin to proactively assess your 2020 tax liability.

For tax clients- schedule your 20 minute tax review for $75 here -meeting in person at the Waller Coffee shop. Virtual Personal Tax Review (also 20 minutes) may be scheduled here to meet on zoom.

PPP Forgiveness Application

If you haven’t done so already, contact your banker regarding your PPP forgiveness application this week. 

We Picked Our Office Location!

Our landlord updated us on what our new building looks like. We will be on the corner of A Street and Cherry Street in Waller. We are excited for our office space! 

Baby Shower for Samantha

In October we surprised Samantha with a baby shower! We enjoyed reconnecting in person and celebrating our wins as a team.

Currently, we are planning on Samantha’s last day to be Thursday, November 19th, unless the baby comes sooner! We have been training Kristi to be taking over Samantha’s clients while she is on maternity leave. 
Our staff will work from home until our new office is completed! We just thought this was the best decision for us as we all navigate having our children home with us this school year.

We will still be here for all of you and your business needs.

Our phone number (936-372-2661) will remain the same, but if possible, we would prefer that you reach us through our texting phone number which is: (833) 461-3714. 

If we do not answer the phone, please leave a voicemail and we will return your phone call as soon as we are able to.

If you need to drop something off with us, you will need to schedule a time to meet up with one of us. You can call us, send us a text, email, or schedule an appointment through our scheduling link.

We ask that you please be patient with us as we learn the ins and outs of this all. 

We can’t wait to welcome you all to our brand new office space in 2021!
Kristin is passionate about Profit First and what it can do for your business. Check out this short introduction to learn more!

Posted in